Number of Shares
57,107.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
2.19%
Total Estimate Gain
$-83,989.26
% of Total Estimate Gain
-1.13%

WEALTH MANAGEMENT RESOURCES, INC.'s iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 57,107.00 shares of iShares National Muni Bond ETF(MUB), totaling $6.02 Mil. This investment constitutes 2.19% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 5 purchases of MUB, at an average price of $106.14, for a total of 70,253.00 shares. In addition, there have been 4 sales at an average price of $108.14 for 13,146.00 shares. Based on historical transaction data and MUB's current price of $104.21, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his MUB holdings is $-83,989.26, reflecting a -1.13% gain to date.

WEALTH MANAGEMENT RESOURCES, INC. MUB ($104.21) Holding Chart

WEALTH MANAGEMENT RESOURCES, INC. MUB ($104.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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